Checchi Capital Advisers’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.96M | Sell |
36,279
-2,187
| -6% | -$327K | 0.22% | 81 |
|
|
2026
Q1 | $6.53M | Buy |
38,466
+1,469
| +4% | +$214K | 0.33% | 62 |
|
|
2025
Q4 | $4.45M | Sell |
36,997
-1,561
| -4% | -$181K | 0.23% | 76 |
|
|
2025
Q3 | $4.35M | Sell |
38,558
-3,929
| -9% | -$437K | 0.23% | 78 |
|
|
2025
Q2 | $4.58M | Sell |
42,487
-2,463
| -5% | -$263K | 0.26% | 75 |
|
|
2025
Q1 | $5.35M | Buy |
44,950
+1,326
| +3% | +$147K | 0.28% | 65 |
|
|
2024
Q4 | $4.69M | Sell |
43,624
-532
| -1% | -$62.2K | 0.27% | 71 |
|
|
2024
Q3 | $5.18M | Buy |
44,156
+1,628
| +4% | +$188K | 0.29% | 65 |
|
|
2024
Q2 | $4.9M | Buy |
42,528
+4,285
| +11% | +$499K | 0.25% | 64 |
|
|
2024
Q1 | $4.45M | Buy |
38,243
+489
| +1% | +$51.2K | 0.35% | 70 |
|
|
2023
Q4 | $3.77M | Sell |
37,754
-1,651
| -4% | -$174K | 0.31% | 73 |
|
|
2023
Q3 | $4.63M | Sell |
39,405
-1,708
| -4% | -$187K | 0.43% | 58 |
|
|
2023
Q2 | $4.41M | Buy |
41,113
+657
| +2% | +$71.7K | 0.39% | 63 |
|
|
2023
Q1 | $4.44M | Buy |
40,456
+1,412
| +4% | +$156K | 0.43% | 57 |
|
|
2022
Q4 | $4.31M | Buy |
39,044
+273
| +0.7% | +$29.3K | 0.45% | 55 |
|
|
2022
Q3 | $3.38M | Buy |
38,771
+4,257
| +12% | +$389K | 0.32% | 72 |
|
|
2022
Q2 | $3.35M | Buy |
34,514
+5,718
| +20% | +$516K | 0.29% | 74 |
|
|
2022
Q1 | $2.38M | Buy |
28,796
+4,828
| +20% | +$375K | 0.2% | 80 |
|
|
2021
Q4 | $1.47M | Sell |
23,968
-3,677
| -13% | -$230K | 0.13% | 118 |
|
|
2021
Q3 | $1.63M | Sell |
27,645
-34
| -0.1% | -$1.94K | 0.16% | 102 |
|
|
2021
Q2 | $1.75M | Buy |
27,679
+2,849
| +11% | +$170K | 0.17% | 106 |
|
|
2021
Q1 | $1.39M | Sell |
24,830
-952
| -4% | -$49.9K | 0.14% | 116 |
|
|
2020
Q4 | $1.06M | Sell |
25,782
-4,291
| -14% | -$161K | 0.11% | 129 |
|
|
2020
Q3 | $1.03M | Sell |
30,073
-1,821
| -6% | -$74.4K | 0.11% | 121 |
|
|
2020
Q2 | $1.43M | Buy |
31,894
+1,802
| +6% | +$80.8K | 0.17% | 89 |
|
|
2020
Q1 | $1.14M | Buy |
30,092
+7,651
| +34% | +$422K | 0.11% | 90 |
|
|
2019
Q4 | $1.57M | Sell |
22,441
-4,296
| -16% | -$297K | 0.21% | 80 |
|
|
2019
Q3 | $1.89M | Sell |
26,737
-2,234
| -8% | -$162K | 0.25% | 70 |
|
|
2019
Q2 | $2.22M | Buy |
28,971
+1,517
| +6% | +$117K | 0.28% | 52 |
|
|
2019
Q1 | $2.22M | Sell |
27,454
-1,511
| -5% | -$115K | 0.26% | 54 |
|
|
2018
Q4 | $1.98M | Sell |
28,965
-6,552
| -18% | -$514K | 0.26% | 57 |
|
|
2018
Q3 | $3.02M | Buy |
35,517
+5,310
| +18% | +$434K | 0.35% | 40 |
|
|
2018
Q2 | $2.5M | Buy |
30,207
+540
| +2% | +$43K | 0.31% | 45 |
|
|
2018
Q1 | $2.21M | Buy |
29,667
+3,084
| +12% | +$247K | 0.29% | 51 |
|
|
2017
Q4 | $2.22M | Sell |
26,583
-2,299
| -8% | -$190K | 0.3% | 50 |
|
|
2017
Q3 | $2.37M | Sell |
28,882
-2,067
| -7% | -$164K | 0.24% | 41 |
|
|
2017
Q2 | $2.5M | Sell |
30,949
-3,344
| -10% | -$274K | 0.27% | 33 |
|
|
2017
Q1 | $2.81M | Sell |
34,293
-4,770
| -12% | -$399K | 0.32% | 30 |
|
|
2016
Q4 | $3.53M | Buy |
39,063
+1,240
| +3% | +$108K | 0.48% | 18 |
|
|
2016
Q3 | $3.3M | Buy |
37,823
+4,119
| +12% | +$365K | 0.37% | 23 |
|
|
2016
Q2 | $3.16M | Buy |
33,704
+255
| +0.8% | +$22.5K | 0.36% | 22 |
|
|
2016
Q1 | $2.8M | Buy |
33,449
+3,219
| +11% | +$258K | 0.62% | 23 |
|
|
2015
Q4 | $2.36M | Sell |
30,230
-7,681
| -20% | -$614K | 0.59% | 20 |
|
|
2015
Q3 | $2.82M | Buy |
37,911
+1,296
| +4% | +$99.9K | 0.77% | 18 |
|
|
2015
Q2 | $3.05M | Sell |
36,615
-81
| -0.2% | -$6.96K | 0.8% | 19 |
|
|
2015
Q1 | $3.12M | Buy |
36,696
+728
| +2% | +$64.6K | 0.92% | 19 |
|
|
2014
Q4 | $3.33M | Buy |
35,968
+6,465
| +22% | +$603K | 1.25% | 10 |
|
|
2014
Q3 | $2.77M | Buy |
29,503
+6,093
| +26% | +$607K | 1.14% | 17 |
|
|
2014
Q2 | $2.36M | Buy |
23,410
+4,258
| +22% | +$430K | 1.07% | 18 |
|
|
2014
Q1 | $1.87M | Buy |
19,152
+3,228
| +20% | +$308K | 1.15% | 19 |
|
|
2013
Q4 | $1.61M | Buy |
+15,924
| New | +$1.47M | 1.25% | 19 |
|
Other funds holding XOM
Checchi Capital Advisers's XOM Position: Q2 2026 in Review
Checchi Capital Advisers reduced its ExxonMobil (XOM) stake by 5.7% in Q2 2026, selling an estimated $327K and leaving 36,279 shares worth $4.96M. The position accounts for 0.22% of the portfolio, ranked #81.
Checchi Capital Advisers first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.53M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Checchi Capital Advisers held 36,279 shares of ExxonMobil worth $4.96M as of Q2 2026.
- Checchi Capital Advisers sold 2,187 ExxonMobil shares in Q2 2026, an estimated $327K.
- ExxonMobil made up 0.22% of Checchi Capital Advisers's portfolio in Q2 2026, its #81 holding.
- Checchi Capital Advisers first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
- Checchi Capital Advisers's ExxonMobil position peaked at $6.53M in Q1 2026.
- 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.